File Activity Tracking Format S ystem Manual A Real Estate and Relocation Services Aggregator...

File Activity Tracking Format System

Manual

A Real Estate and Relocation Services AggregatorPresented by BHIF Group

Click On The Flag To BeginOr Press Enter

Quick Overview

What Is The Purpose Of This Presentation?

Introduce You To The System

Learn How To Operate Within The System

Navigation Through An Existing File

Press Enter To Continue>

Viewing Duration?

15-20 Minutes

Quick Link Index

Click On A Link To Go Directly To That Section Or Simply Press Enter To Continue.

Logging Into The System

Creating An Inspection Report

Creating A New Inspector

Printing This Presentation

Other Reports You Can Modify

First Things First

O.K., How Do I Get Started?

Connect To The Internet

Launch Internet Explorer Web Brower


Log Onto www.fatform.net

O.K., Where Now?

Click “Login” To Get Started


Logging In

Enter Your Assigned User Name And Password

Be Careful! Your User Name And Password Are Case Sensitive


Your Home Page


What is a TRIP Search?

Click TRIP Search Link To Find An Existing File Of A Relocation TRIP Kit Consumer


Finding a File


Click Submit To See All Files Assigned To You Or Enter Specific Info To Find A Particular File

Note 1: In performing a specific search, use only one field: “departure city”, “departure state” or “last name”. Also, the search is case sensitive.Note 2: Departure state drop-down includes all states. To see all files, you must select “choose” from the top of the drop-down list.

Sorting Columns

Should You Want To, The Columns May Be Sorted In Ascending And Descending Order By Clicking On The Appropriate Column Header.


Sorting Columns

Important Tip: Should You Want To Sort The Files By Newest First, Click On The “Descending” (Z>A) File ID Column.


Accessing The File

Click On The File # That You Would Like To Access


Whoa! What Are These?

These Are Tabs. Each One Allows You To Modify Various Aspects Of An Individual File.


Note: In the upper right section of the screen, notice that a brief summary is given as to whose file you are looking at.

General Information Tab

The Default Report Is The General Information Tab. Contains Basic Info About The Individual Relocation TRIP® Kit Consumer


Creating an Inspection Report

Start By Clicking The “Inspections” Tab


Note: You may create as many inspection reports for the consumer’s destination/departure properties as you would like. The same applies to the “Appraisal Report” tab and the “Repairs and Improvements” tab.


Then, Click On The “New Inspection Record” Link



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Important!

First, Check To See If Your Inspector Already Exists Within The System Before Completing The Form.

Attaching An “Existing” Inspector Already In The System

To Search For An Inspector That May Already Be In The System, Click “Find”



Note: Stay tuned, because in a short while we’ll learn how to create a new inspector.


Attaching An “Existing” Inspector Already In The System


Note 1: It is recommended that you search using only the “state” drop down.Note 2: For a national inspector, select “choose” from the state drop down list. For a local inspector, select the specific state of operation.


Attaching an “Existing” Inspector Already In the System

Click On The “Contact ID” Of The Inspector You Would Like To Attach



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Complete All Or Part Of The Inspection Report And Click “Submit”


Note: This process also applies to the “Appraisal Report” tab & the “Repairs and Improvements” tab.

Important: You must select a property ID. ID #1 is the consumer’s “departure” property and ID #2 is the destination property.

Also, do not forget to select as many of the “type of inspection” as applies

Creating a New Inspector


Click On The “Inspections” Tab



Then, Click On The “New Inspection Record” Link



Great. Now, Click The “Add New” Link

Important: Do not fill in any other information until you created the inspector’s file and click submit. This will add him/her into the system, allowing for further definition in the future.



Fill In All Or Part Of The Form To Include The Inspector’s Information & Click “Submit”

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You’re Done! You’ll See “Record Added”

Note: This process also applies to the “Appraisal Report” tab & the “Repairs and Improvements” tab. Also, once you’ve added an inspector there is no need to add him/her again in the system.

Note: After a report has been modified, you may use it again as many times as you like and make as many changes as you like. So, if time does not permit for you to complete all fields of entry, simply complete those that are necessary, submit and come back later to add more information.

Some Other Reports That You Can Modify

Title Home Marketing & Activity

Appraisal Moving

Temporary Living Tax Preparation

Expense Tracking New Home Mortgage

Spouse Career Counseling


Logging Out

It’s A Good Habit To Log Out When You Are Finished Using The System Or Click The Orange Home Button To Work With Another File Or To Create A New One


Now It’s Your Turn

Follow These Instructions For Printing This Presentation

Click “File”

Select “Print”

Make Sure “Print Range” is Set to “All”

Change “Print What” From “Slides” to “2 Per Page Handouts”

Click “OK”

Open Powerpoint and Then Find and Open “Fatform Training Manual” found on the CDROM Drive Letter

End

Press ESC Key To Exit

File Activity Tracking Format S ystem Manual A Real Estate and Relocation Services Aggregator...

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